Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.

Mergers and Acquisitions

Best Practices for Advisory Firm Partnerships

By Michael E. Kitces
Fluid Performance

April 01, 2013

Fluid Performance
Tiburon puts industry M&A activity at $134 billion

January 04, 2013

Tiburon puts industry M&A activity at $134 billion
Tiburon puts industry M&A activity at $134 billion

January 04, 2013

Tiburon puts industry M&A activity at $134 billion
M&A Prospects Lead Citi to Add Seven in Japan

October 17, 2012

M&A Prospects Lead Citi to Add Seven in Japan
DeVoe Departs Schwab to Form Advisor M&A Consulting Firm

November 21, 2011

DeVoe Departs Schwab to Form Advisor M&A Consulting Firm
China Reverse Merger Boom Goes Bust Costing Investors Billions

August 02, 2011

China Reverse Merger Boom Goes Bust Costing Investors Billions
The IA 25 Rogues Gallery

May 31, 2011

The IA 25 Rogues Gallery